| Plan Levels | Track | Express | Plus | Pro | Enterprise |
|
| Customer Summary and Overview | | | | | |
| Related Entities | | | | | |
| Customer, Account, Document Comments | | | | | |
| Customized Document Schedules | | | | | |
| Quality Control | | | | | |
| Loan & Credit Imaging | | | | | |
| Deposit Imaging | | | | | |
| Audit Export | | | | | |
| Thumbnail Document View | | | | | |
| Desktop Scanning (Accuimg) | | | | | |
| Document Retention (Purge) | | | | | |
| Exception Management & Reporting | | | | | |
| Missing Document Tracking | | | | | |
| Expiring Document Tracking | | | | | |
| Policy Tracking | | | | | |
| Task Tracking | | | | | |
| Notice Letter Automation | | | | | |
| Trust Imaging | | | | | |
| ePrint Upload (AccuPrint) | | | | | |
| MultiFunction & Network Scanning (AccuCapture) | | | | | |
| Hotkey Core Lookup (CORELink) | | | | | |
| Loan Participation Workflow | | | | | |
| PDF Bookmarking | | | | | |
| PDF Text Search | | | | | |
| Spreadsheet Form Integration (Accu-Forms) | | | | | |
| Loan Approval (AccuApproval) | | | | | |
| Pipeline Reporting | | | | | |
Core System Integration |
| Customer Data Import | | | | | |
| Loan Data Import | | | | | |
| Deposit Data Import | | | | | |
| Trust Data Import | | | | | |
| AP Data Import | | | | | Optional |
Add-on Applications |
| Dynamic Reporting | Optional | Optional | Optional | Optional | |
| Tablet & Smartphone eSignatures (AccuSign) | Optional | Optional | Optional | Optional | |
| Contract Document Management | Optional | Optional | Optional | Optional | |
| Insurance Document Management | Optional | Optional | Optional | Optional | |
| Security Document Management | Optional | Optional | Optional | Optional | |
| Wire Transfer Document Management | Optional | Optional | Optional | Optional | |
| Operations Document Management | Optional | Optional | Optional | Optional | |
| HR Document Management | Optional | Optional | Optional | Optional | |
| Accounts Payable Management | Optional | Optional | Optional | Optional | |
| Real Estate Owned Document Management | Optional | Optional | Optional | Optional | |
| Interfaces | Optional | Optional | Optional | Optional | Optional |
Training, Support, & Implementation Services |
| Email, Chat, & Phone Support | | | | | |
| Remote, Web-Based Training | | | | | |
